Projects, clients and teams
Create projects and link each one to its client, then set the project manager and the team responsible for delivery, so responsibilities are clear from day one.
- Projects linked to clients
- Project manager
- Project team
Project management in iCore ERP brings planning, execution and financial follow-up together in one platform, helping management measure progress, compare the budget with actual costs and analyse the profitability of every project.
Create projects and link each one to its client, then set the project manager and the team responsible for delivery, so responsibilities are clear from day one.
Break each project into phases and tasks, and set the priority and dates of every task, so everyone knows what comes first and when.
Follow task progress on Kanban boards, and see the project schedule and its phases on a Gantt chart for the full picture.
Log the hours worked on each project and approve them, so you know exactly how much time every project takes.
Prepare the project budget, link the project’s purchases and expenses to it, and follow actual cost against planned cost as work progresses.
Projects run in the same system as purchasing and accounting, so their costs connect to purchases, accounts and cost centres without double entry.
Measure completion for every project and spot delays early, before they affect the dates you committed to.
Analyse the variances between plan and actual, and see the profitability of each project, so decisions rest on clear numbers.
Review project performance and earned value reports to judge progress on time and cost together.
One central place for your organisation’s appointments and events, with yearly, monthly, weekly and daily views.
Classify events by colour and type, record each event’s location and duration, and reschedule by dragging and dropping on the calendar.
Manage event types and tickets, keep an activity log of every change, and run reports on events and appointments.
Yes. Tasks are followed on Kanban boards and the project schedule is shown on a Gantt chart, with projects split into phases and tasks that have priorities and dates.
Yes. You prepare the project budget, link purchases and expenses to the project, then follow actual against planned cost and analyse the variances.
Yes. iCore records the hours worked on a project and lets you approve them.
iCore analyses variances and profitability per project, measures progress and delays, and provides performance and earned value reports.
Yes. It offers yearly, monthly, weekly and daily views to create appointments and events, manage public holidays and classify events, with a change log and reports.
Tell us about your company and we will walk you through iCore with your own data and processes.